Purchases and Sales Made in Q3 2022 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q3 2022. The information is specifically focused on institutions that hold shares of FACTSET RESEARCH SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-23- 2.22% |
$8.93K - $10.5K
|
1.01K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-26- 4.75% |
$10.1K - $11.9K
|
521
$248K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-26- 2.98% |
$10.1K - $11.9K
|
847
$404K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-26- 1.79% |
$10.1K - $11.9K
|
1.43K
$680K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-28- 0.38% |
$10.9K - $12.8K
|
7.32K
$3.49M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-29- 0.71% |
$11.3K - $13.3K
|
4.07K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-33- 18.33% |
$12.8K - $15.1K
|
147
$70K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-35- 2.68% |
$13.6K - $16K
|
1.27K
$606K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35- 15.98% |
$13.6K - $16K
|
184
$87.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-37- 1.01% |
$14.4K - $16.9K
|
3.62K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-40- 7.04% |
$15.5K - $18.3K
|
528
$252K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-41- 1.29% |
$15.9K - $18.7K
|
3.15K
$1.5M
|
|
|
Nov 17, 2022
Q3 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-41- 1.85% |
$15.9K - $18.7K
|
2.18K
$1.04M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-47- 4.4% |
$18.3K - $21.5K
|
1.02K
$486K
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-50- 2.17% |
$19.4K - $22.9K
|
2.25K
$1.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-50- 0.45% |
$19.4K - $22.9K
|
11.1K
$5.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 2.62% |
$19.4K - $22.9K
|
1.86K
$884K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-50- 1.01% |
$19.4K - $22.9K
|
4.88K
$2.33M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-52- 5.32% |
$20.2K - $23.8K
|
926
$441K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-52- 9.39% |
$20.2K - $23.8K
|
502
$239K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-55- 2.11% |
$21.4K - $25.1K
|
2.55K
$1.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-60- 4.25% |
$23.3K - $27.4K
|
1.35K
$644K
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-60- 4.32% |
$23.3K - $27.4K
|
1.33K
$634K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-63- 6.78% |
$24.5K - $28.8K
|
866
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 2.15% |
$26K - $30.6K
|
3.04K
$1.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-69- 0.31% |
$26.8K - $31.5K
|
22.5K
$10.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-72- 1.02% |
$28K - $32.9K
|
6.99K
$3.33M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-75- 0.69% |
$29.1K - $34.3K
|
10.7K
$5.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-83- 3.34% |
$32.2K - $37.9K
|
2.4K
$1.14M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-88- 0.36% |
$34.2K - $40.2K
|
24.7K
$11.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-91- 0.16% |
$35.3K - $41.6K
|
57K
$27.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-94- 6.09% |
$36.5K - $43K
|
1.45K
$691K
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-95- 8.87% |
$36.9K - $43.4K
|
976
$465K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-98- 8.75% |
$38.1K - $44.8K
|
1.02K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-98- 45.58% |
$38.1K - $44.8K
|
117
$55.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 8.27% |
$38.8K - $45.7K
|
1.11K
$528K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 0.32% |
$38.8K - $45.7K
|
31.4K
$15M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-103- 15.87% |
$40K - $47.1K
|
546
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-104- 6.86% |
$40.4K - $47.5K
|
1.41K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-104- 13.79% |
$40.4K - $47.5K
|
650
$310K
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-108- 0.92% |
$41.9K - $49.4K
|
11.7K
$5.55M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-108- 0.92% |
$41.9K - $49.4K
|
11.7K
$5.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-108- 0.92% |
$41.9K - $49.4K
|
11.7K
$5.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-109- 0.05% |
$42.3K - $49.8K
|
234K
$111M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-110- 0.53% |
$42.7K - $50.3K
|
20.7K
$9.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-111- 1.2% |
$43.1K - $50.7K
|
9.15K
$4.36M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-113- 4.22% |
$43.9K - $51.7K
|
2.56K
$1.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
SELL
|
- |
-114- 1.27% |
$44.3K - $52.1K
|
8.84K
$4.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-122- 47.47% |
$47.4K - $55.8K
|
135
$64.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-126- 15.13% |
$48.9K - $57.6K
|
707
$337K
|